Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deborah Ann ParrishCUNA Brokerage Services, Inc.Citigroup Global Markets Inc.04-06-2009
Lynn Tyler WoodCUNA Brokerage Services, Inc.Cetera Investment Services LLC07-28-2009
Cathleen Ann ReinhardtCUNA Brokerage Services, Inc.Morgan Stanley$2510-16-2012
Daniel Joseph HarmeyerCUNA Brokerage Services, Inc.Allstate Financial Services, LLC06-09-2015
Jeffrey Scott RowlandCUNA Brokerage Services, Inc.BB&T Investment Services, Inc.11-18-2015
Candace L. MillsCUNA Brokerage Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2015
Robert Ellison Means Jr.CUNA Brokerage Services, Inc.Waddell & Reed08-04-2017
William Douglas AdamsCUNA Brokerage Services, Inc.Cetera Advisors LLC12-14-2018
John Steven MasinkoCUNA Brokerage Services, Inc.CUSO Financial Services, L.P.$10007-16-2019

Showing 1 to 9 of 9 entries

Page 1

Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.